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H.R. 4865

Registration for Index-Linked Annuities Act

Registration for Index-Linked Annuities Act

This bill requires the Securities and Exchange Commission (SEC) to create a new form for the registration of index-linked annuities to ensure that a purchaser can make a knowledgeable decision.

The bill defines a registered index-linked annuity as an annuity that is deemed a security, that must be registered with the SEC, and that is issued by an insurance company subject to state supervision. Furthermore, the returns of these annuities (1) are based on the performance of a specified benchmark index or rate, and (2) may be subject to a market value adjustment if amounts are withdrawn early.

Ordered to be Reported in the Nature of a Substitute (Amended) by Voice Vote.

Rep. Adams, Alma S. [D-NC-12](D-NC)Sponsor
36 cosponsors17 D19 R
36cosponsors1committees5actions1related bills6subjects
  1. Committee

    Ordered to be Reported in the Nature of a Substitute (Amended) by Voice Vote.

    Financial Services Committee
  2. Committee

    Committee Consideration and Mark-up Session Held.

    Financial Services Committee
  3. IntroReferralH11100

    Referred to the House Committee on Financial Services.

    Financial Services Committee
  4. IntroReferralIntro-H

    Introduced in House

  5. IntroReferral1000

    Introduced in House

Registration for Index-Linked Annuities Act — Informed